Give each person the right access

Keep the team productive without opening every record to everyone.

Serberus separates administrative and technician access, supports custom roles and enforces organization and technician scope on the server, with seat limits and account security controls.

Team and Permissions in Serberus
Owner controlRules and results stay visible
01Administrative and technician user types02Custom roles across 11 permission groups03View, create, edit, delete, export and full-admin controls04Seat limits, SMS 2FA, password reset and session revocation

What is already in the product

The details that make the workflow useful in real operations.

01

Separate office and field access

Administrative users manage operations while technician users remain focused on permitted field work.

02

Name roles the way you work

Create custom roles that reflect the actual responsibilities in the organization.

03

Control actions by entity

Permission groups cover view, create, edit and delete actions, with separate export and full-admin authority.

04

Respect plan seat limits

Seat checks help the account stay within the user allowance of its configured plan.

05

Link the right technician login

An administrator can link or unlink a user account from its technician record.

06

Recover account control

Password reset, optional SMS two-factor authentication and session revocation support account recovery and access changes.

How the handoff works

Your rules define the guardrails. Serberus carries the routine work.

Every major workflow answers the same five questions: what starts it, which rules apply, what Serberus completes, when it asks, and where the result remains visible.

01
Trigger

An owner adds a user, changes a role or links a technician account.

02
Rules

You choose the role, entity actions, export authority, technician link and optional two-factor requirement.

03
Serberus does

Serberus applies those permissions and scopes supported technician data on server requests.

04
When it asks

It asks an authorized administrator before privileged access, account recovery or role changes are completed.

05
Where you see it

See the result in team records, role settings, technician links and security controls.

HVAC technician servicing an outdoor heat pump at a Quebec home
Residential service

From office to field

The context travels with the work.

The same request, schedule, customer details, photos, notes, status, and next action stay available as work moves from the office to the site.

Real product screen

Built into Serberus, not staged for the website.

This image comes from the current Serberus application. Interface details may evolve, but the workflow shown here is part of the product surface audited for this site.

Team and Permissions product screen
Serberus / Team and Permissions

Serberus

Put the handoffs somewhere dependable.

Serberus does the heavy lifting, brings the exceptions back to you, and keeps the result visible.

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